LifeYield Portfolio Advantage®
Reduce tax drag across an entire household portfolio through dynamic asset location, then quantify the benefit in dollars.
Brief overview of LifeYield Portfolio Advantage
With Portfolio Advantage, advisors can:
Calculate your client’s Taxficient Score®
Measure the tax-efficiency of a household portfolio on a scale of 0-100, then receive a series of recommendations on how to improve the score and boost after-tax returns.
Use Quick Proposal to engage prospects
Guide conversations with this interactive tool, which uses adjustable tax rates and account balances to illustrate the benefit and impact of dynamic asset location.
Attract more held-away assets
Simply mark an account as held-away, and the system will calculate the financial impact of managing and coordinating all the accounts within the household.
Benefits of Portfolio Advantage
Differentiate your practice by delivering an enhanced level of advice and guidance
Save time by performing optimization calculations in seconds instead of hours
Increase AUM by showing clients the significant financial benefits of consolidating assets with one advisor
Keep clients on track through continuous optimization whenever a household portfolio allocation changes or needs to be rebalanced
Increase retention and generate more leads and referrals with tools to engageprospects and clients
Why Portfolio Advantage?
25k using Portfolio Advantage
$1T+ assets on the platform
83% of investors want tax efficiency
Easy to use integrations
The LifeYield Advantage Suite®
Measure the tax efficiency of a household portfolio with the Taxficient Score® and pinpoint the tax-smart location for every asset in seconds. Learn more
Determine the most tax-efficient way to make withdrawals from multiple accounts. Learn more
Find the optimal enrollment age, filing strategy and layers of income for investors as they approach retirement. Learn more